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Marketing Gift Annuities

The primary goals of marketing efforts are to inform people about the gift annuity program and to generate inquiries from motivated prospects. Do not attempt

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Why I Love Planned Giving

It’s the people, pure and simple. What other job permits us to talk with successful and generous people about their families, backgrounds, values, and dreams?

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Types of Planned Gifts

Planned giving come in three types: current gifts, deferred gifts, and split interest gifts. The 3 Types of Planned Giving Current Gifts Current gifts are

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